Print the Workflow Report

Use the Workflow report to review the information that you entered for a Workflow event and action, including the type of workflow, whether it is active, the conditions in the workflow, and the workflow's description.

To print a Workflow report, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Workflow.
2. On the Workflow Configuration form, select the type of workflow for which you want to generate a report.
3. Click Print on the toolbar or select one of the following:
   • If you want to print out the information for all workflows for that Info Center, select Print Entire Application. Ajera CRM prints out the information for each workflow event for that area, followed by the information for all the actions for that event.
   • If you want to print out the information for all workflows for one workflow only, select that workflow event and select Print Current Event on the Print menu. Ajera CRM prints out the information for only the selected workflow event, followed by the information for all the actions for that event.